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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » WATAWALA PLANTATION PLC (WATA.N0000)

WATAWALA PLANTATION PLC (WATA.N0000)

+30
Great1
Harry82
LHW
target1
DDS10
ADVENTUS
Kaptivajkss
Dilshan2020
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cseguide
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51WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Wed Oct 27, 2021 10:58 am

cseguide


Vice President - Equity Analytics
Vice President - Equity Analytics

Emdmadusanka wrote:See the palm oil price increasing day by day now at 5350

https://markets.businessinsider.com/commodities/palm-oil-price

52WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Tue Nov 09, 2021 8:34 pm

cheetah


Manager - Equity Analytics
Manager - Equity Analytics

Best Palm oil company in Sri lanka. Can expect a 5 dividend this month. Currently traded at 72. Good price to enter now,

53WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Wed Nov 10, 2021 11:08 am

cseguide


Vice President - Equity Analytics
Vice President - Equity Analytics

cheetah wrote:Best Palm oil company in Sri lanka. Can expect a 5 dividend this month. Currently traded at 72. Good price to enter now,
worth to look at this share at this price. dividend + good report ahead

54WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Wed Nov 10, 2021 12:01 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

I too posted 2-3 posts related to WATA.. Really good price to enter.. 20-30% cap gain + good dividend will be guaranteed.

When we see AGAL Q2 report, their palm oil net income is grown by 150% in YoY basis. So same pattern, even more being a largest palm oil producer, will be recorded by WATA..

55WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Wed Nov 10, 2021 6:37 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

1.1B net income with quarterly  EPS 5.7 and Forward PER is  less than 4

1st Interim dividend Rs. 6

One of the best share in the market..

cseguide, mah2903 and sajithlk02 like this post

56WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Wed Nov 10, 2021 9:03 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

bkasun wrote:1.1B net income with quarterly  EPS 5.7 and Forward PER is  less than 4

1st Interim dividend Rs. 6

One of the best share in the market..
yes at current price also dividend rate =12/ 73*100 = more than 16 % super dividend.
I updated results here
https://www.srilankachronicle.com/t60340-multibagger-stocks-by-2022-march-31st

ADVENTUS likes this post

57WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Thu Nov 11, 2021 9:36 pm

Dilshan2020


Equity Analytic
Equity Analytic

150+ stock
Next quarter is the best

bkasun and ADVENTUS like this post

58WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Tue Nov 16, 2021 2:54 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

Dilshan2020 wrote:150+ stock
Next quarter is the best
you are absolutely correct to reap the full potential of WATA you should hold it at least up to the next quarter. WATA all-time best quarter will be next quarter. Within a very short period, I think it will achieve 150 price target and next quarter it will show its full potential. amazing stock.

bkasun likes this post

59WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Tue Nov 16, 2021 3:32 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

Palm oil related shares' bullish trend will continue for next few quarters. Highly profitable industry and demand for Palm oil will ever be increased.
After recent price appreciation (specially WATA and ELPL), the below are the my ranking based on current MP.

NAMU - 100% cap gain possible
AGAL - 60% cap gain possible
WATA & KOTA - 50% cap gain
ELPT - 20% cap gain..

cseguide and sajithlk02 like this post

60WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Tue Nov 16, 2021 3:49 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

yes WATA is now more available below 100. NAMU last few days below 400 RS next 500 RS. Namu will be the first plantation stock to pass the 500 mark very soon. This journey will not stop for another few quarters. Oil palm prices are elevated just like the freight rate of the EXPO LANKA journey.

sajithlk02 likes this post

61WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Sat Nov 20, 2021 11:05 am

Kaptivajkss


Senior Equity Analytic
Senior Equity Analytic

Wata

Market Price....100.50

Last Q eps....5.73
Period ended(6 month)....9.29

NAV group...32.94
NAV company...33.10

Stated capital to equity ratio is around 13.. this is after considering all the dividends declared since listed

Interim Div....6

Budget impact...positive...no onetime tax

Dairy sector....improved with foreign participation
Rumour....foreign party is planning to acquire...parent and sub will be listed in JAPAN stock exchange?



Expo

Market Price....229.75

Last Q eps....6.17
Period ended(6 month)....9.38

NAV group...22.15
NAV company...2.55

Stated capital to equity ratio is around 10.5....this is after considering all the dividends declared since listed

Interim Div....1.17

Budget impact.....negative....onetime tax is applicable

Dividend history is very poor compare to WATA.



Should WATA trade at 229.75? If not, why should expo trade at 229.75?

62WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty WATA and other plantation stocks Sun Nov 21, 2021 11:08 pm

ADVENTUS


Moderator
Moderator

https://twitter.com/sl_bulls/status/1462444404292026371/photo/1

Fertilizer import ban reversal
Palm oil price ATH in world mkt
Rubber import banned
Coconut, tea, spices high production

ADVENTUS likes this post

63WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Mon Nov 22, 2021 2:43 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

WATA will be a fabulous investment @ current price..

Even XD date price didnt drop and it is closed with a marginal gain.. Normally in XD date it will drop more than dividend amount and take few days to bounce back.. But WATA closed with gain and it indicates how strong the  investor sentiments for WATA..

All other palm oil related shares (NAMU,AGAL,KOTA ,ELPL and BUKI) will give super returns in coming Qs.. No doubt..

ADVENTUS likes this post

64WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Tue Nov 23, 2021 9:25 am

ADVENTUS


Moderator
Moderator

bkasun wrote:WATA will be a fabulous investment @ current price..

Even XD date price didnt drop and it is closed with a marginal gain.. Normally in XD date it will drop more than dividend amount and take few days to bounce back.. But WATA closed with gain and it indicates how strong the  investor sentiments for WATA..

All other palm oil related shares (NAMU,AGAL,KOTA ,ELPL and BUKI) will give super returns in coming Qs.. No doubt..
Yeah, just amazing. 

This will go a long journey short to medium term.

65WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Thu Nov 25, 2021 7:34 am

DDS10


Stock Analytic
Stock Analytic

Yes. 150/- possible in short time. Upcoming Q report will be super result.

66WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Thu Nov 25, 2021 11:05 pm

Kaptivajkss


Senior Equity Analytic
Senior Equity Analytic

PAT from palm oil

Sep 2021...1,135,646,000
Jun 2021...692,509,000
Mar 2021...421,211,000
Dec 2020....300,825,000
Sep 2020....470,935,000
Jun 2020....390,667,000
Mar 2020...42,031,000

67WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Thu Nov 25, 2021 11:13 pm

Kaptivajkss


Senior Equity Analytic
Senior Equity Analytic

PAT from palm oil

Sep 2021...1,135,646,000
Jun 2021...692,509,000
Mar 2021...421,211,000
Dec 2020....300,825,000
Sep 2020....470,935,000
Jun 2020....390,667,000
Mar 2020...42,031,000

68WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Fri Nov 26, 2021 3:11 am

Kaptivajkss


Senior Equity Analytic
Senior Equity Analytic

EPS for the quarter(Oct-Dec)=6.75-6.9

EPS for the period=16.04-16.19



PAT from palm oil in Sep 2021 is 1,135,646,000.

Palm oil price in July 1......3600 MYR/T
Palm oil price in Sep 30.....4400 MYR/T
Average price....(3600+4400)/2=4000 MYR/T
Total volume from July-Sep=1,135,646,000/4000=283911 units


Palm oil price in Oct 1......4600 MYR/T
Palm oil price in Dec 31.....4600 MYR/T
Average price....(4600+4900)/2=4750 MYR/T
Consider the same volume from Oct-Dec=283911 units

PAT from palm oil in Dec 2021 would be 283911*4750=1348577000
PAT from dairy farm in Dec 2021=14402000(same as in Sep 2021)
PAT from others in Dec 2021=14893000(same as in Sep 2021)
PAT in Dec 2021=1348577000+14402000+14893000=1377872000

Number of shares outstanding=203,308,634

EPS for the quarter(Oct-Dec)=6.75-6.9
EPS for the period=16.04-16.19

69WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Fri Nov 26, 2021 3:13 am

Kaptivajkss


Senior Equity Analytic
Senior Equity Analytic

EPS for the quarter(Oct-Dec)=6.75-6.9

EPS for the period=16.04-16.19



PAT from palm oil in Sep 2021 is 1,135,646,000.

Palm oil price in July 1......3600 MYR/T
Palm oil price in Sep 30.....4400 MYR/T
Average price....(3600+4400)/2=4000 MYR/T
Total volume from July-Sep=1,135,646,000/4000=283911 units


Palm oil price in Oct 1......4600 MYR/T
Palm oil price in Dec 31.....4600 MYR/T
Average price....(4600+4900)/2=4750 MYR/T
Consider the same volume from Oct-Dec=283911 units

PAT from palm oil in Dec 2021 would be 283911*4750=1348577000
PAT from dairy farm in Dec 2021=14402000(same as in Sep 2021)
PAT from others in Dec 2021=14893000(same as in Sep 2021)
PAT in Dec 2021=1348577000+14402000+14893000=1377872000

Number of shares outstanding=203,308,634

EPS for the quarter(Oct-Dec)=6.75-6.9
EPS for the period=16.04-16.19

70WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Fri Dec 03, 2021 12:17 pm

target1


Manager - Equity Analytics
Manager - Equity Analytics

Amazing news for Tea shares. It's teatime.
Palm oil, rubber, export flat. Tea=$$$
https://www.the-star.co.ke/business/kenya/2021-11-19-ktda-tea-prices-rally-53-in-four-months/

KTDA tea prices rally 53% in four months
This, amidst increased market absorption.

This week:
Colombo Auction: Ex-Estate & Low Grown Orthodox met with good demand.
Mombasa Auction: Strong general demand

71WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Sat Dec 04, 2021 12:17 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

ADVENTUS wrote:https://twitter.com/sl_bulls/status/1462444404292026371/photo/1

Fertilizer import ban reversal
Palm oil price ATH in world mkt
Rubber import banned
Coconut, tea, spices high production
Dollar earning counters
Best for current situation most defensive and growth stocks
WATA NAMU ELPL

No impact from power cut , gas distribution ban etc.
Real dollar earning counters
High palm oil prices. Rubber prices high
All earning goes high with rupee depreciation
Best stocks for current scenario.

mah2903 likes this post

72WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Tue Dec 07, 2021 6:31 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

All know WATA is the largest palm oil producer in Sri lanka. But not only that It is one of the largest fresh milk producer in Sri Lanka.

WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Dairy10

WATAWALA plantation currently produces 18,000 liters of fresh milk per day and annually it produce  6.5 million liters of fresh milk to local market which is 3.5 % annual milk production of SRI LANKA.

WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Dairy10
WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Wata_d10
source :  https://watawalaplantations.lk/businesses/dairy-about-us/

mah2903 likes this post

73WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Sun Dec 12, 2021 12:34 pm

target1


Manager - Equity Analytics
Manager - Equity Analytics

Boom for Low grown, medium grown Tea companies. Tea time. $$$.

Tea Auction Weekly averages
Sale No: 47 -30Th Nov/01 Dec 21

Weekly Price comparison (Rs) 2021 2020       2019
Uva Medium Grown 603.02 565.18 526.22
Orthodox Low Grown 676.22 660.70 619.33
Low Grown(summary) 665.86 653.75 607.45

WEEKLY TEA MARKET REPORT
SALE NO: 48 - 07TH/ 08TH DECEMBER 2021
Colombo: Good Demand

Elevation                 WEEK BEFORE LAST   LAST WEEK            LAST YEAR          YEAR BEFORE
Total Low Grown 656.85 665.86 653.75 607.45
TOTAL 634.82 641.57 640.57 581.17

Mombasa: There was good general demand.
Kolkata: Good demand

74WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Sun Dec 12, 2021 6:58 pm

LHW

LHW
Senior Equity Analytic
Senior Equity Analytic

Importation of milk powder will be restricted from next year

https://www.newswire.lk/2021/12/09/watch-finance-minister-speaks-about-2022-import-restrictions-including-vehicles/

Japan’s SBI Group invests $ 2 m in Watawala Dairy Farm

“This strategic investment not only paves a path for us to support the Government’s vision to promote local milk production and achieve self-sufficiency in milk by 2025, but also validates our long-term vision and investor-friendly corporate governance framework, helping us to build confidence and attract leading global equity firms like SBI Ven Holdings.”

https://www.ft.lk/front-page/Japan-s-SBI-Group-invests-2-m-in-Watawala-Dairy-Farm/44-717851


Basil visits Watawala Dairy Farm-Mr. Basil Rajapakse, head of the Presidential Task Force for Economic Revival and Poverty Alleviation, recently attended an observation tour of the Watawala Dairy Farm in Lonach Estate, Ginigathena, a company nes release said

The state-of-the-art dairy farm by Watawala Dairy Limited (WDL), a 100% subsidiary of Sri Lanka’s leading diversified agribusiness company Watawala Plantations, today manages a herd of 1, 600 dairy cattle with an ultramodern milking parlour which can produce over 6 million litres of fresh milk annually (17,000 litres of fresh milk per day).

https://island.lk/basil-visits-watawala-dairy-farm/

75WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Sun Dec 12, 2021 8:49 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

LHW wrote:Importation of milk powder will be restricted from next year

https://www.newswire.lk/2021/12/09/watch-finance-minister-speaks-about-2022-import-restrictions-including-vehicles/

Japan’s SBI Group invests $ 2 m in Watawala Dairy Farm

“This strategic investment not only paves a path for us to support the Government’s vision to promote local milk production and achieve self-sufficiency in milk by 2025, but also validates our long-term vision and investor-friendly corporate governance framework, helping us to build confidence and attract leading global equity firms like SBI Ven Holdings.”

https://www.ft.lk/front-page/Japan-s-SBI-Group-invests-2-m-in-Watawala-Dairy-Farm/44-717851


Basil visits Watawala Dairy Farm-Mr. Basil Rajapakse, head of the Presidential Task Force for Economic Revival and Poverty Alleviation, recently attended an observation tour of the Watawala Dairy Farm in Lonach Estate, Ginigathena, a company nes release said

The state-of-the-art dairy farm by Watawala Dairy Limited (WDL), a 100% subsidiary of Sri Lanka’s leading diversified agribusiness company Watawala Plantations, today manages a herd of 1, 600 dairy cattle with an ultramodern milking parlour which can produce over 6 million litres of fresh milk annually (17,000 litres of fresh milk per day).

https://island.lk/basil-visits-watawala-dairy-farm/
The largest beneficiary of milk powder import restriction is WATA because WATA produces 3.5 % annual Total production of fresh milk of Sri Lanka. LMF for their brand Laksspray milk powder is not produced in Sri Lanka and only imported and repacked here.

76WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Sun Dec 12, 2021 9:06 pm

Harry82

Harry82
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

LMF's three dairy farms are made up of Ambewela Dairy Farm, Pattipola Dairy Farm and Ambewela Product Dairy Farm, and are collectively home to more than 3, 000 cattle. The European breeds of black and white Friesians and brown and white Ayrshires at these farms generate an average of 26 litres of milk per cow per day, which is by far the highest average milk production per cow in Sri Lanka.
Lanka Milk Foods (CWE) PLC (LMF) is planning to increase milk production from this year onwards with the completion of the construction of its Rs.3 billion dairy farm.The new project will be consisting of 4 large cow sheds (which can accommodate 500 cows each), 2 most modern milking parlours and an environment-friendly world class slurry management system.

Today LMF manages a herd of 5, 000 dairy cattle.

But Watawala Plantations, today manages a herd of 1, 600 dairy cattle.

77WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Sun Dec 12, 2021 9:51 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

Harry82 wrote:LMF's three dairy farms are made up of Ambewela Dairy Farm, Pattipola Dairy Farm and Ambewela Product Dairy Farm, and are collectively home to more than 3, 000 cattle. The European breeds of black and white Friesians and brown and white Ayrshires at these farms generate an average of 26 litres of milk per cow per day, which is by far the highest average milk production per cow in Sri Lanka.
Lanka Milk Foods (CWE) PLC (LMF) is planning to increase milk production from this year onwards with the completion of the construction of its Rs.3 billion dairy farm.The new project will be consisting of 4 large cow sheds (which can accommodate 500 cows each), 2 most modern milking parlours and an environment-friendly world class slurry management system.

Today LMF manages a herd of 5, 000 dairy cattle.





But Watawala Plantations, today manages a herd of 1, 600 dairy cattle.
Both WATA and LMF will benefit but LMF Lakspray section could face some difficulties.

78WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Sun Dec 12, 2021 9:58 pm

Harry82

Harry82
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

LMF's Lakspray section is very small one. They are planning to increase milk production from this year onwards with the completion of the construction of its Rs.3 billion dairy farm.
only 40 mn share. there4 EPS and Price are up quickly.


But WATA  have 203 mn share

79WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Thu Dec 30, 2021 10:29 pm

LHW

LHW
Senior Equity Analytic
Senior Equity Analytic

Palm oil bulls will likely hold sway into early 2022 as a chronic worker shortage in No. 2 grower Malaysia and heavier rains than usual in key growing areas disrupt production of the world’s most-consumed edible oil. That could keep prices elevated after a record year in 2021 when benchmark futures rocketed to an all-time closing high of 5,071 ringgit ($1,213) a ton.
https://www.bloomberg.com/news/articles/2021-12-29/palm-oil-bulls-to-roar-into-2022-on-labor-crunch-la-nina-deluge

Palm oil prices to stay high as fertiliser costs limit output, says CPOPC

https://www.theedgemarkets.com/article/council-palm-oil-producing-countries-says-2022-output-stay-tight

[ltr]Another milk powder shortage [/ltr]

Importers blame continuing forex crisis
Earliest shipment to arrive in Feb. 2022
Demands further price hike


https://www.themorning.lk/another-milk-powder-shortage/

https://www.newswire.lk/2021/12/30/new-milk-powder-price-announced/

“WATA - The largest listed plantation company in Sri Lanka , soon to become the first plantation company to cross 40Bn market valuation.”

80WATAWALA PLANTATION PLC (WATA.N0000) - Page 3 Empty Re: WATAWALA PLANTATION PLC (WATA.N0000) Fri Dec 31, 2021 5:48 am

Great1


Manager - Equity Analytics
Manager - Equity Analytics

WATA short term target Rs.193

FFV Rs.245

mah2903 and Biggy like this post

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